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Lazard Asset Management’s
StepStone Group
STEP
Stock Holding History
Lazard Asset Management’s Portfolio
STEP Stock Details
STEP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$15.9M
Buy
332,328
+162,467
+96%
+$9.38M
0.03%
360
2025
Q4
$10.9M
Sell
169,861
-56,751
-25%
-$3.59M
0.02%
398
2025
Q3
$14.8M
Sell
226,612
-13,507
-6%
-$824K
0.02%
361
2025
Q2
$13.3M
Buy
240,119
+8,258
+4%
+$442K
0.02%
485
2025
Q1
$12.1M
Buy
231,861
+4,973
+2%
+$293K
0.02%
449
2024
Q4
$13.1M
Sell
226,888
-25,113
-10%
-$1.56M
0.02%
417
2024
Q3
$14.3M
Buy
252,001
+27,404
+12%
+$1.4M
0.02%
399
2024
Q2
$10.3M
Sell
224,597
-63,862
-22%
-$2.51M
0.01%
515
2024
Q1
$10.3M
Buy
288,459
+1,061
+0.4%
+$35.9K
0.01%
532
2023
Q4
$9.15M
Buy
+287,398
New
+$8.12M
0.01%
569
Other funds holding STEP
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
PWA
Pitcairn Wealth Advisors
Conshohocken, Pennsylvania
$1.09B AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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